Shannon Simon
Shannon Simon is a registered investment advisor at Db & C Advisors, LLC, based in Grand Haven, MI, with 17 years of industry experience. Shannon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning. Their firm serves 329 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DB & C Advisors charges an annual fee based on a percentage of the value of your investments. The specific percentage (up to 2.25%) depends on the amount you invest, the type of services you need, the time spent on your account, and other factors. This fee does not include brokerage commissions or other transaction fees.
Location
110 North 3rd Street, Grand Haven, MI, 49417
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Regulatory History (1)
Customer Dispute
August 2017Other Business ActivitiesSells Insurance
Shannon is involved with Grand Rapids AMBUCS and the Grand Rapids Round Table, each taking minimal time. Shannon also sells non-variable insurance products and is a co-trustee of a family trust, each requiring minimal time.
Employment History
Current Registrations
Db & C Advisors, LLC
Previous Registrations
Private Client Services, LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Securities America Advisors, INC.
Securities America, INC.Broker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Regal Investment Advisors LLC
American Portfolios Financial Services, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.